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Costello Asset Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Costello Asset Management’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-421
Closed -$9.98K – 676
2025
Q2 		$9.98K Buy
421
+7
+2% +$162 ﹤0.01% 472
2025
Q1 		$9.61K Buy
414
+5
+1% +$118 ﹤0.01% 458
2024
Q4 		$9.59K Buy
409
+9
+2% +$213 0.01% 145
2024
Q3 		$9.57K Buy
+400
New +$9.4K 0.01% 148

Other funds holding IBHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Costello Asset Management's IBHI Position: Q3 2025 in Review

Costello Asset Management sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2025, closing a stake of 421 shares — an estimated $9.98K sold.

Costello Asset Management first reported a position in IBHI in Q3 2024 and held it in 4 quarters. The position peaked at $9.98K in Q2 2025. 66 funds tracked by Wall St. Rank hold IBHI as of Q3 2025.

  • Costello Asset Management reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 421 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2025, an estimated $9.98K.
  • Costello Asset Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and held it in 4 quarters.
  • Costello Asset Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $9.98K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.